How To Filter Tasks by Assigned Users: In this video, I will show you how to navigate the task feature in the system. I will explain how to view tasks assigned to different users, filter tasks by status and assignee, and access task conversations. By the end of the video, you will have a clear understanding of how to efficiently manage tasks in the system.
How To Track Contact Attempts: In this video, I will explain how to track contact count in the system by updating the lead status to "contacted" or "initial call text completed." This will automatically roll up the contact count, and you can see the count in the notes section. I will also show you how to filter the contacts by created date and export the data for a roll-up of the contact count. It's important for the team to follow up and update the system accurately for the count to be reliable.
How To Filter Tasks by Assigned Users: In this video, I will show you how to navigate the task feature in the system. I will explain how to view tasks assigned to different users, filter tasks by status and assignee, and access task conversations. By the end of the video, you will have a clear understanding of how to efficiently manage tasks in the system.